Jerome Bennett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Waddell & Reed, Inc. He is based in Charlotte, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

William Oliver is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in automotive research and race car purchasing through ownership interests in related LLCs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Gibbs also has involvement with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Patrick Barry is a CFP® with one year of experience at Wells Fargo Clearing. He has worked in the financial industry since 2015, including roles at Boston Private and Powell Financial Inc. He is based in Charlotte, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Richard Wood is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2009. He co-leads a family-office-style approach serving a selective group of clients, including venture capitalists, private equity executives, medical specialists, entrepreneurs, and business owners in Charlotte and across the United States. Matt emphasizes tax minimization and estate planning strategies, collaborating closely with clients' CPAs and attorneys to ensure financial decisions align with family needs. Matt holds a Bachelor's degree in Finance from Virginia Polytechnic Institute & State University and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Over his 15-year career, he has guided clients through significant market events while focusing on managing investment risk and tax consequences. His approach involves crafting tailored strategies that reflect clients' distinctive needs and values, particularly in areas such as equity compensation, liquidity management, socially responsible investing, and managing new wealth. Originally from Pittsburgh, Matt has lived in Charlotte for over 15 years. He is active in the Virginia Tech Alumni Association's Charlotte Chapter and supports United Way. In his personal time, he enjoys spending time with his wife and two sons, participating in activities such as golf and skiing.

Edwin Parra is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Charles Taylor is a Financial Advisor at Merrill Lynch Wealth Management in Uptown Charlotte. He works with professionals, business owners, retirees, and families to create personalized wealth strategies that focus on what matters most to his clients. His approach emphasizes trust, education, and building long-term relationships. Charles began his career with J.P. Morgan Chase after graduating from High Point University's Phillips School of Business. He joined Merrill Lynch in 2022 and specializes in wealth accumulation, retirement planning, investment management, and long-term financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA), and holds FINRA Series 7, 63, and 66 registrations. Outside of his professional work, Charles enjoys running, playing golf, traveling, and supporting the Panthers and Hornets.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at PNC Wealth Management and PNC Investments. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Desmond Lawrence is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, with less than one year of industry experience. His prior work history includes roles at Merrill and Tesla, as well as a background as a professional athlete in the Canadian Football League, XFL, AAFL, and NFL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Wilmer Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. In addition to his advisory role, he owns a fixed insurance sales business operated as a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and has had two separate tenures at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Michael Robbins is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jason Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their individual goals and the dynamic conditions of today's financial markets. His expertise includes college education planning, employee benefits planning, personal retirement planning, and retirement income strategies. Jason holds a Bachelor's Degree from Bowling Green State University and is designated as a Personal Investment Advisor (PIA). He is committed to maintaining the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of work, Jason enjoys basketball, chess, football, golfing, traveling, and spending time with his family.